diff --git a/content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst b/content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst index 57eddedef..eabe3788b 100644 --- a/content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst +++ b/content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst @@ -25,29 +25,31 @@ three-step receipts. First, make sure the *Multi-Step Routes* option is enabled :align: center :alt: Activate multi-step routes and storage locations in Inventory settings. -Next, the warehouse needs to be configured for three-step receipts. Go to :menuselection:`Inventory ---> Configuration --> Warehouses`, and click :guilabel:`Edit` to edit the warehouse. Then, select -:guilabel:`Receive goods in input, then quality and then stock (3 steps)` for :guilabel:`Incoming -Shipments`. Then, :guilabel:`Save` the changes. +Next, the warehouse needs to be configured for three-step receipts. To do that, go to +:menuselection:`Inventory app --> Configuration --> Warehouses`, and select the desired warehouse to +be edited. Doing so reveals the detail form for that specific warehouse. + +On that :guilabel:`Warehouse` detail form page, select :guilabel:`Receive goods in input, then +quality and then stock (3 steps)` for :guilabel:`Incoming Shipments`. .. image:: receipts_three_steps/three-step-receipt-settings.png :align: center :alt: Set incoming shipment option to receive in three steps. -Activating three-step receipts and deliveries will create two new internal locations: -*Input* (WH/Input), and *Quality Control* (WH/Quality Control). To rename these locations, go to -:menuselection:`Configuration --> Locations`, select the :guilabel:`Location` to change, click -:guilabel:`Edit`, update the name, and finally, click :guilabel:`Save`. +Activating three-step receipts and deliveries creates two new internal locations: *Input* +(WH/Input), and *Quality Control* (WH/Quality Control). To rename these locations, go to +:menuselection:`Inventory app --> Configuration --> Locations`, then click on the desired location +to change (or update) the name. -Process a receipt in three steps (input + quality + stock) -========================================================== +Receive in three steps (input + quality + stock) +================================================ Create a purchase order ----------------------- -In the :menuselection:`Purchase` application, create a new quote by clicking :guilabel:`Create`. -Select a :guilabel:`Vendor`, add a storable :guilabel:`Product`, and click :guilabel:`Confirm -Order`. +To create a new :abbr:`RfQ (Request for Quotation)`, navigate to :menuselection:`Purchase app --> +New`, which reveals a blank :abbr:`RfQ (Request for Quotation)` form page. On this page, select a +:guilabel:`Vendor`, add a storable :guilabel:`Product`, and click :guilabel:`Confirm Order`. A :guilabel:`Receipt` smart button will appear in the top right, and the receipt will be associated with the purchase order. Clicking on the :guilabel:`Receipt` smart button will show the receipt